Wisconsin Capital Management’s Dominion Energy D Stock Holding History

Wisconsin Capital Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$401K	Hold	5,210	–	–	0.14%	99
2014 Q3	$360K	Hold	5,210	–	–	0.13%	95
2014 Q2	$373K	Sell	5,210 -80	-2%	-$5.61K	0.14%	93
2014 Q1	$376K	Hold	5,290	–	–	0.14%	91
2013 Q4	$342K	Hold	5,290	–	–	0.13%	85
2013 Q3	$331K	Hold	5,290	–	–	0.14%	84
2013 Q2	$301K	Buy	+5,290	New	+$310K	0.13%	82

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wisconsin Capital Management's D Position: Q4 2014 in Review

Wisconsin Capital Management held its Dominion Energy (D) position steady in Q4 2014 at 5,210 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #99.

Wisconsin Capital Management first reported a position in D in Q2 2013 and has held it in 7 quarters since. 937 funds tracked by Wall St. Rank hold D as of Q4 2014.

Wisconsin Capital Management held 5,210 shares of Dominion Energy worth $401K as of Q4 2014.
Wisconsin Capital Management left its Dominion Energy share count unchanged in Q4 2014.
Dominion Energy made up 0.14% of Wisconsin Capital Management's portfolio in Q4 2014, its #99 holding.
Wisconsin Capital Management first reported a position in Dominion Energy in Q2 2013 and has held it in 7 quarters since.
937 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.